Level Four Advisory Services’s WisdomTree WT Stock Holding History

Level Four Advisory Services’s Portfolio WT Stock Details WT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.22M	Sell	131,102 -4,355	-3%	-$77.1K	0.06%	288
2026 Q1	$1.97M	Sell	135,457 -3,132	-2%	-$48.4K	0.06%	290
2025 Q4	$1.69M	Buy	138,589 +9,665	+7%	+$117K	0.06%	309
2025 Q3	$1.79M	Buy	128,924 +4,073	+3%	+$54.4K	0.06%	297
2025 Q2	$1.44M	Buy	124,851 +24,767	+25%	+$232K	0.05%	311
2025 Q1	$893K	Buy	100,084 +1,277	+1%	+$11.9K	0.04%	369
2024 Q4	$1.04M	Buy	98,807 +23,095	+31%	+$250K	0.04%	339
2024 Q3	$784K	Buy	75,712 +45,023	+147%	+$458K	0.03%	415
2024 Q2	$304K	Buy	+30,689	New	+$289K	0.01%	609

Other funds holding WT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Level Four Advisory Services's WT Position: Q2 2026 in Review

Level Four Advisory Services reduced its WisdomTree (WT) stake by 3.2% in Q2 2026, selling an estimated $77.1K and leaving 131,102 shares worth $2.22M. The position accounts for 0.06% of the portfolio, ranked #288.

Level Four Advisory Services first reported a position in WT in Q2 2024 and has held it in 9 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

Level Four Advisory Services held 131,102 shares of WisdomTree worth $2.22M as of Q2 2026.
Level Four Advisory Services sold 4,355 WisdomTree shares in Q2 2026, an estimated $77.1K.
WisdomTree made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #288 holding.
Level Four Advisory Services first reported a position in WisdomTree in Q2 2024 and has held it in 9 quarters since.
312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.